Private Wealth

High-net-worth, and ultra-high-net-worth individuals and families face unique challenges in the stewardship and transfer of the wealth they have accumulated.  Whether that wealth is concentrated in the form of a family-owned business, or a diverse array of investments, we have the experience and expertise to help families protect and preserve not only financial wealth, but also the family values and generational legacy that are equally important.

The attorneys in our Private Wealth practice have advanced degrees, designations, and decades of experience in working with high net worth clients on a wide array of issues, including:

• Wealth transfer planning, including dynastic, generation-skipping trusts
• Family business and governance planning
• Specials needs planning
• Prenuptial agreements
• Business exit and succession planning
• Philanthropic and Charitable Trust planning
• Family Office design and implementation
• Private Foundations